Why choose a client portal for client communications?

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19th Aug 2015

This white paper considers the kinds of communication that take place between an accountancy practice and its clients.  What are the characteristics of successful client communication and how does a client portal compare to email and online file-sharing?  Includes case studies from five Wolters Kluwer customers who have implemented portal solutions for a variety of reasons.

The report considers five characteristics of successful communication channels and, for each one, it compares email/file-sharing to a dedicated client portal approach:

  • The ability to manage client relations
  • Integration with existing systems
  • The visibility of information across the practice
  • Ease of administration and control
  • Security

Wolters Kluwer customers talk about how CCH Portal has helped their practices.

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